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Cresset Asset Management, LLC financial advisors in Texas
Every SEC-registered investment adviser representative at a Cresset Asset Management, LLC office in Texas, by city and A to Z.
The short answer
13 registered advisors work at Cresset Asset Management, LLC in Texas, out of 190 nationwide; it's the firm's number 3 state by advisors, and the most are in Dallas (8). 2 list the CFP designation and 0 are also registered broker representatives.
Cresset Asset Management, LLC advisors by city in Texas
Every firm in Texas →Cresset Asset Management, LLC advisors in Texas, A to Z
Search by name →- Katherine S. ArcherDallas
- Tyler S. BetheaDallas
- Wesley G. CraneDallas
- Zachary L. GardnerHouston
- Jordan C. JewellHouston · Certified Financial Planner
- Lina S. KomanduriDallas
- William W. McMahanDallas
- Shannon E. MillerDallas
- Robert S. PolitzAustin · Certified Financial Planner
- Katherine PyleDallas
- Joseph H. Sayers IIIHouston
- Eduardo SeguraHouston
- Danique E. Van Der VeldenHouston
Cresset Asset Management, LLC advisors in every state →Cresset Asset Management, LLC: assets, clients and custodians →Cresset news and advisor moves →Advisor Moves: who changed firms this week →
Cresset Asset Management, LLC in other states
Illinois 93California 29Georgia 11Florida 9Minnesota 8New York 7Colorado 5Virginia 5Connecticut 3
Questions
How many Cresset Asset Management, LLC financial advisors are in Texas?
13 investment adviser representatives are registered at Cresset Asset Management, LLC offices in Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 190 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Texas does Cresset Asset Management, LLC have the most advisors?
Dallas, with 8, then Houston (5). Cresset Asset Management, LLC has advisors in 3 cities in Texas.
How do I check a Cresset Asset Management, LLC advisor in Texas?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cresset Asset Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.